Jobless claims show an expanding economy. We will only be in a recession once jobless claims exceed 323,000 on a four-week moving average.
Inside The Most Ridiculous Jobs Report In History: Record 1.2 Million Immigrant Jobs Added In One Month Last month we though that the January...
Inside The Most Ridiculous Jobs Report In Recent History: Record 1.2 Million Immigrant Jobs Added In One Month Last month we though that the...
The headline jobs number in the February employment report was above expectations; however, December and January payrolls were revised down by 167,000 combined. The participation rate...
We wrote this four-part inflation series in response to the graph below, implying that prices are on the same inflation roller coaster ride as the 1970s....
The cost of housing remains a hot-button topic with both Millennials and Gen-Z. Plenty of articles and commentaries address the concern of supply and affordability,...
Wealth is unevenly distributed across racial and ethnic groups in the United States. In this first post in a two-part series on wealth inequality, we use...
Shortly after the recovery from the pandemic recession began, the U.S. economy entered a period of high inflation as surging demand, severe supply disruptions,...
- by New Deal democratLet’s take a look at two the big short leading and coincident indicators that were reported yesterday, respectively real retail...
- by New Deal democratThe lion’s share of the employment news recently has been very good. But not all of it. In particular, several of the...
In the context of valuing companies, and sharing those valuations, I do get suggestions from readers on companies that I should value next. While...
What's Next When Policy Makers Can No Longer Hide Their Sins? Authored by Matthew Piepenburg via VonGreyerz.gold, It’s almost comical to...
Rarely are officials able to achieve the proverbial economic soft-landing when higher interest rates help cool price pressures without triggering a significant...
Today we present a guest post written by Matías Scaglione and Romina Soria, co-founders of the data science and economic consulting firm Motio Research....
No Asset Class Is Remotely Ready For More Inflation Authored by Simon White, Bloomberg macro strategist, Stocks, bonds, commodities and other...
Stock Bull Market Might Just Be Getting Started, But... Authored by Simon White, Bloomberg macro strategist, The rally in equities might...
All Of The Elements Are In Place For An Economic Crisis Of Staggering Proportions Authored by Michael Snyder via The Economic Collapse blog, They...
It was probably inevitable, but it’s striking nonetheless. The once-reliable US Leading Economic Index (LEI) has been signaling a US recession for more...
The Year Of Cascading Crises Authored by James Rickards via DailyReckoning.com, I often write about different crises, but usually one at...
What are the choices for monitoring and estimating recession risk? Slightly lower than the number of stars in the universe. Ok, I’m exaggerating, but...
Justin Ho of Marketplace discussed the implications of the import/export price release Thursday. My view was that pass through into import prices was low...
Powell believes the Fed can wait until it sees more labor damage before cutting the Federal Funds Rate or moving toward a neutral policy stance.
Mortgage rates were volatile last week after the jobs report and the Fed meeting. What should we expect this week?
On Friday, the BEA released their estimate of vehicle sales for January. This graph shows heavy truck sales since 1967 using data from the BEA. The...
When the Federal Reserve whispers, the world listens. When it falls silent, that’s when you need to be scared. Everyone expected the Fed to say when...
By Paul Gomme and Peter Rupert The US economy once again fools forecasters. The BLS announced that payroll employment increased 353,000 in January, with...
Through its rate hikes in 2022 & 2023, the Fed aimed to contain inflationary forces and maintain “maximum” levels of employment — all while steering...
Here's what could cause mortgage rates and other lending rates to move in 2024.
The Best And Worst Performing Assets Of January 2024 Despite the S&P hitting multiple all-time highs toward the end of the month, January...
The Fed may need to see this surprising job-market trend continue into the coming year before committing to cutting interest rates.